|
26
|
Rockbridge Investment Management
Syracuse,
New York
|
$14.3M
|
+$366K
|
+5,751
|
+3%
|
|
|
27
|
CoreCap Advisors
Southfield,
Michigan
|
$14.1M
|
+$13.3M
|
+209,026
|
New
|
|
|
28
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$13.4M
|
+$920K
|
+14,464
|
+8%
|
|
|
29
|
Barber Financial Group
Lenexa,
Kansas
|
$13.2M
|
-$96.3K
|
-1,514
|
-0.8%
|
|
|
30
|
Belpointe Asset Management
Reno,
Nevada
|
$13M
|
+$2.91M
|
+45,708
|
+31%
|
|
|
31
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$12.4M
|
+$472K
|
+7,413
|
+4%
|
|
|
32
|
MBE Wealth Management
Tomah,
Wisconsin
|
$12.3M
|
+$195K
|
+3,065
|
+2%
|
|
|
33
|
Coldstream Capital Management
Bellevue,
Washington
|
$12.1M
|
+$11.4M
|
+178,749
|
New
|
|
|
34
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12M
|
+$2.06M
|
+32,430
|
+22%
|
|
|
35
|
Congress Wealth Management
Boston,
Massachusetts
|
$11M
|
+$10.4M
|
+162,955
|
New
|
|
|
36
|
ERn Financial LLC
Middleton,
Wisconsin
|
$10.8M
|
-$12.6K
|
-198
|
-0.1%
|
|
|
37
|
Biltmore Wealth Management
Tempe,
Arizona
|
$10.7M
|
-$171K
|
-2,683
|
-2%
|
|
|
38
|
LPL Financial
San Diego,
California
|
$10.7M
|
+$2.53M
|
+39,725
|
+33%
|
|
|
39
|
TPG Financial Advisors
Portland,
Oregon
|
$10.5M
|
+$9.89M
|
+155,451
|
New
|
|
|
40
|
Charles Schwab Trust
Henderson,
Nevada
|
$10.4M
|
+$7.03M
|
+110,544
|
+253%
|
|
|
41
|
Fi3 Financial Advisors
Indianapolis,
Indiana
|
$9.96M
|
+$1.19M
|
+18,675
|
+15%
|
|
|
42
|
Congress Asset Management
Boston,
Massachusetts
|
$9.74M
|
+$9.17M
|
+144,091
|
New
|
|
|
43
|
HighTower Advisors
Chicago,
Illinois
|
$9.68M
|
+$1.78M
|
+27,930
|
+24%
|
|
|
44
|
Tectonic Advisors
Frisco,
Texas
|
$9.42M
|
-$291K
|
-4,577
|
-3%
|
|
|
45
|
Creative Planning
Overland Park,
Kansas
|
$9.34M
|
+$270K
|
+4,242
|
+3%
|
|
|
46
|
Pure Financial Advisors
San Diego,
California
|
$9.08M
|
-$1.07M
|
-16,751
|
-11%
|
|
|
47
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$8.83M
|
+$575K
|
+9,037
|
+7%
|
|
|
48
|
Colony Group
Boston,
Massachusetts
|
$8.8M
|
+$87.5K
|
+1,376
|
+1%
|
|
|
49
|
Lido Advisors
Los Angeles,
California
|
$8.73M
|
+$1M
|
+15,790
|
+14%
|
|
|
50
|
Merriman Wealth Management
Seattle,
Washington
|
$8.66M
|
+$8.15M
|
+128,108
|
New
|
|
